|
2001
|
CapWealth Advisors
Franklin,
Tennessee
|
$416M
|
+$6.75M
|
+2%
|
3.95%
|
128%
|
350
|
20%
|
|
|
2002
|
Washington Trust Bank
Spokane,
Washington
|
$416M
|
+$29.5M
|
+8%
|
6.49%
|
69.3%
|
1,250
|
44.48%
|
|
|
2003
|
V3 Capital Management
Dallas,
Texas
|
$415M
|
+$18.2M
|
+5%
|
1.43%
|
20.5%
|
19
|
63.16%
|
|
|
2004
|
First Reserve GP XI
Stamford,
Connecticut
|
$415M
|
+$15.3M
|
+4%
|
4%
|
26.4%
|
2
|
0%
|
|
|
2005
|
Cobiz Wealth
Denver,
Colorado
|
$415M
|
+$17.7M
|
+4%
|
4.86%
|
54%
|
142
|
10.56%
|
|
|
2006
|
Marianas Fund Management
New York
|
$415M
|
-$68.8M
|
-14%
|
0.56%
|
26%
|
29
|
62.07%
|
|
|
2007
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$414M
|
-$40.5M
|
-9%
|
2.81%
|
85.7%
|
176
|
11.93%
|
|
|
2008
|
Mission Wealth Management
Santa Barbara,
California
|
$414M
|
+$37.3M
|
+10%
|
3.77%
|
80%
|
176
|
14.77%
|
|
|
2009
|
GRS Advisors
Chicago,
Illinois
|
$413M
|
+$55.1M
|
+15%
|
1.86%
|
41.1%
|
30
|
40%
|
|
|
2010
|
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
|
$413M
|
+$1.52M
|
+0.4%
|
0%
|
4.93%
|
30
|
13.33%
|
|
|
2011
|
Stieven Capital Advisors
St. Louis,
Missouri
|
$411M
|
+$52.1M
|
+15%
|
10.7%
|
82.8%
|
75
|
21.33%
|
|
|
2012
|
Private Trust Company
Cleveland,
Ohio
|
$410M
|
+$25.9M
|
+7%
|
2%
|
63.1%
|
336
|
12.8%
|
|
|
2013
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$410M
|
+$139M
|
+51%
|
1.14%
|
67.2%
|
176
|
39.77%
|
|
|
2014
|
First Business Financial Services
Madison,
Wisconsin
|
$409M
|
+$20.3M
|
+5%
|
3.13%
|
59.8%
|
81
|
27.16%
|
|
|
2015
|
Symons Capital Management
Pittsburgh,
Pennsylvania
|
$408M
|
-$21.8M
|
-5%
|
3.86%
|
25.4%
|
68
|
23.53%
|
|
|
2016
|
Partners Group Holding
Baar-Zug,
Switzerland
|
$408M
|
+$8.86M
|
+2%
|
4.25%
|
35.5%
|
43
|
25.58%
|
|
|
2017
|
Investment Management of Virginia
Richmond,
Virginia
|
$408M
|
+$16.6M
|
+4%
|
8.66%
|
93.4%
|
150
|
10%
|
|
|
2018
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$408M
|
+$49.1M
|
+14%
|
7.82%
|
37.4%
|
75
|
6.67%
|
|
|
2019
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$406M
|
+$5.91M
|
+1%
|
5.99%
|
54.9%
|
142
|
9.15%
|
|
|
2020
|
Tyrus Capital S.A.M.
Monaco
|
$406M
|
-$90.6M
|
-18%
|
9.48%
|
–
|
34
|
64.71%
|
|
|
2021
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$406M
|
+$11M
|
+3%
|
9.32%
|
107%
|
88
|
7.95%
|
|
|
2022
|
Hilton Capital Management
Garden City,
New York
|
$405M
|
+$88.2M
|
+28%
|
2.23%
|
51.5%
|
130
|
33.85%
|
|
|
2023
|
Providence Equity Partners
Providence,
Rhode Island
|
$404M
|
+$48.3M
|
+14%
|
14.8%
|
10.6%
|
3
|
0%
|
|
|
2024
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$404M
|
+$8.46M
|
+2%
|
7.73%
|
128%
|
277
|
11.55%
|
|
|
2025
|
|
$403M
|
+$3.46M
|
+0.9%
|
9.58%
|
19.8%
|
7
|
14.29%
|
|